Core Insights - The article highlights the rapid development of a nylon industry hub in Central China, specifically in Henan Province, where five leading companies are collaborating to enhance the quality and efficiency of the nylon supply chain [2][5]. Group 1: Company Developments - Hydrogen Chemical Company has invested 2.3 billion yuan in a modern facility that produces 400,000 tons of liquid ammonia and 400 million cubic meters of hydrogen annually, significantly reducing costs for downstream companies by 300 million to 600 million yuan per year [2]. - Nylon Technology Company has expanded its production capacity to 2.6 million tons per year, with a projected sales revenue exceeding 7.5 billion yuan in 2024, thanks to the integration of hydrogen and ammonia from Hydrogen Chemical Company [2][4]. - The first domestic 100,000 tons/year acetonitrile facility was launched at Nylon Technology Company, marking a significant step towards self-sufficiency in key raw materials for the nylon industry [3]. Group 2: Product Innovations - The Fabric Development Company specializes in producing high-quality nylon 66 industrial yarn and has successfully launched over 600 differentiated products, maintaining a leading market share globally [3][4]. - The Engineering Plastics Company, as the largest nylon 66 resin producer in China, has an annual production capacity of 250,000 tons and has developed several high-end products that fill domestic gaps, driving the industry towards higher value-added sectors [4]. Group 3: Industry Collaboration - The five companies are creating a synergistic ecosystem that optimizes resource allocation and enhances the resilience of the nylon supply chain, attracting over 200 upstream and downstream enterprises to the region [5]. - The collaborative efforts of these companies are reshaping the industry landscape, focusing on technological breakthroughs and innovation to achieve high-quality development in the nylon sector [5].

Core Viewpoint - Blue Sky Technology (300487.SZ) has achieved steady growth amidst the global trend of self-sufficiency in the new materials industry and accelerated domestic high-end manufacturing [1] Financial Performance - In 2024, the company reported total revenue of 2.554 billion yuan, a year-on-year increase of 2.62% [1] - Net profit attributable to shareholders reached 787 million yuan, reflecting a year-on-year growth of 9.79% [1] - The increase in net profit outpaced revenue growth, indicating an improvement in the profit structure due to a higher proportion of high-value-added businesses [1] Business Segments - The core growth driver is the adsorption materials segment, which maintained a high gross margin [1] - Basic warehouse business showed stable growth, while life sciences, metal resources, water treatment, and ultra-purification segments experienced significant growth [1] - Basic business revenue reached 2.45 billion yuan, a year-on-year increase of 24.7%, accounting for 96.1% of total revenue [3] Key Business Highlights - Sales revenue from core adsorption materials was 1.99 billion yuan, representing 80.9% of total revenue [4] - The metal resources segment saw sales revenue of 256 million yuan, a year-on-year increase of 30% [4] - Life sciences segment revenue reached 568 million yuan, growing by 28% [5] - Water treatment and ultra-purification segment achieved sales revenue of 688 million yuan, a year-on-year increase of 34% [5] - Chemical and catalytic segment sales reached 202 million yuan, up 42% year-on-year [5] Strategic Focus - The company aims to maintain stable growth in its basic warehouse business and ensure high-quality delivery of major projects like the Tibet Jiezhe project [1][7] - The internationalization strategy will be a key focus area moving forward [1] - The company plans to allocate resources according to the characteristics of its business segments, with metal resources and life sciences being priority areas [7] Market Opportunities - Emerging markets in life sciences, drinking water, new energy, and carbon emissions are expected to open new demand increments, providing a new supply-demand window for domestic upstream suppliers [6] - The company is expanding its local teams in North America and Europe to enhance competitiveness in international markets [5][8] - The establishment of a wholly-owned subsidiary in the U.S. aims to facilitate localized business development [8]

□ 王冀宁陈红喜陶佳佳 《"十四五"原材料工业发展规划》中明确提出，把握新材料技术与信息技术、纳米技术、智能技术等融 合发展趋势，推动新的主干材料体系化发展，强化应用领域的支持和引导。其中,纳米材料是新材料领 域最具发展潜力的前沿方向之一。江苏应立足制造强省优势，实施"建链补链强链延链"工程，锻造国内 领先、国际一流的全链条纳米材料产业集群，助力我国在全球科技博弈中掌握主动权。 为应对挑战，江苏需从各维度发力，全面提升纳米材料产业链韧性。 重构"建"链机制，提升产业发展效率。加大金融扶持力度。拓展全省纳米材料产业主题基金支持范围和 力度，对新材料领域急需的进口关键生产设备给予税收优惠。充分发挥省政府产业引导基金撬动作用， 吸引社会资本投资纳米技术项目，对创新性好、产业化潜力大的项目给予全链条创业资金资助。完善顶 层设计布局。建立"实验—中试—应用推广"一体化的研发体系，为中小企业提供新材料定制开发、中试 工程、产线设计等研发服务，重点解决"技术开发"环节难题，避免低水平重复建设和恶性竞争。融合智 能技术缩短开发周期。加快突破纳米材料产业发展的工程化问题，提高新材料的基础支撑能力，发 展"理性设计—高效实验—大 ...